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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,141 | $46,697-76.1% | $117,529-90.5% | $68,490-83.7% |
| Participation rate | 79.4% | 56.8%+22.6pp | 70.6%+8.8pp | 67.9%+11.5pp |
| Annual return | -16.09% | -14.52%-1.6pp | 29.77%-45.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,989 | $2,637-24.6% | $4,072-51.2% | $4,028-50.6% |
| Admin fee / account holder | $1,223 | $4,023-69.6% | $5,645-78.3% | $5,403-77.4% |